A Sales Intelligence System for the Entire Bank

my Performance Navigator

my Performance Navigator is a cloud-based system (SaaS) that pulls data from any CRM system, core processor, loan origination system, HR system, incentive system and completely automates your sales reports, call reports, pipeline reports, scorecards, executive dashboards and sales analytics (trending, stack ranking, charts, etc.). It is designed for sales executives and frontline sales people in retail, commercial, small business, credit, risk, wealth management, private banking, treasury management and insurance.

When everyone in the organization has the information they need to be successful, amazing things happen.

  • my Performance Navigator works with all Fiserv, D+H, Jack Henry and FIS systems including core
    processors, CRM systems, loan origination systems and data warehouses. It also works with all agency
    management systems, and wealth management systems.
  • With a single click, or tap of your finger on a mobile device, users can drill down into the organization,
    change the time frame or move between reports, scorecards, dashboards and analytics.
  • Designed to improve coaching, forecasting and pipeline management.
  • No software to purchase and installs quickly.
  • my Performance Navigator includes an interactive pipeline report that is designed to improve pipeline
    management and forecasting and includes the following tools:

    • Status Hub SM

      Status Hub gathers the current status of loans from your loan origination system and
      appraisal system and provides those statuses in your CRM system. This save everyone
      time and improves the customer experience.

    • Loan Tracker SM

      Loan Tracker sends text and email alerts and status updates to the relationship manager
      and to your customer – keeping the customer engaged during the entire pipeline process.

    • CRM Auto-Correct SM

      CRM Auto-Correct reconciles a loan as it moves from CRM to loan origination system to
      core processor. But it also corrects the stage and status of the CRM system based on data
      in the loan origination system.

Sales managers are tired of waiting months and years for sales reports. They are tired of spending precious resources to pull data from multiple sources and bulding spreadsheets that never get used. We understand that so we fixed it with my Performance Navigator.

Anywhere Access - my Performance Navigator works on your desktop, laptop or mobile device.

One Source of The Truth – my Performance Navigator brings all your important sales data together in one place.

Smarter Employees – When everyone in the organization has the information they need to be successful, amazing
things happen.

Eliminate Noise – There is a lot of data noise from many different sources with varying degrees of accuracy and
importance. my Performance Navigator focuses the entire organization on the metrics that matter.

Know At Every Moment What’s Impacting Your Growth, and Why –

  • Track Your Goals

    Track and grow your key performance indicators (KPIs) with interactive and filterable reporting.

  • Track Management Objectives

    Track each team, market and region’s contribution to the organizations goals in an at-a-glance
    executive dashboard.

  • Manage With Confidence

    With interactive reports, you can visualize your challenges, goals, and priorities. One (cascaded
    and aligned) set of reports keeps leadership aligned with each level of the organization.

  • Forecast More Accurately

    Demonstrate your firm grasp on sales performance to your executive team and board of directors.
    Respond to questions with certainty.

When everyone is pulling the Metrics That Matter from one source of data, they can focus on what’s important instead of who’s right. my Performance Navigator is a coaching solution that enables faster, more informed coaching decisions, is integrated with our Performance Model and training, and has the tools to support Result CoachingSM, Quarterly Action Plans, and Weekly Check-Ins a period.


Our Performance Model
  • Action PlannerSM

    Action Planner is a tool to support the coach during Results CoachingSM. The tools automate
    what-if scenarios to identify the one or two areas to focus on.

  • Embedded Action Plans

    Quarterly Action Plans are integrated into the scorecards. Once a high-priority KPI has been
    identified (from X to Y by when), goals are entered directly into the scorecard. Embedded action
    plans improve goal tracking and reporting.

You need to know not only what’s in your pipline today, but also when and why it changed. With my Performance Navigator, you will know in a single glance which deals are at risk and which are about to close.

Opportunity Changes Visually review the history and aging of all pipeline opportunities and how they are being worked.

Status & Pipeline Momentum Review the status of your pipeline and eliminate unnecessary calls to underwriting. Use the updated status (active, inactive, advancing, declined, stalled, pending more information, booked) to improve pipeline management and forecasting.

Stalled or Inactive Improve your win rates and conversion rates by immediately knowing when a deal becomes stalled or inactive.

Time-in-Stage & Conversion Rates Understand each stage of the pipeline with accurate time-in-stage and stage conversion rates. Assess the risk factors and constraints that jeopardize your pipeline (value, aging, and time-in-stage).